Two Palms Financial
Dan Costigan, CFA, CFP®
Financial planning and investing for time-starved business owners
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Areas of Focus
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Financial Life Planning
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Investment Management
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Owning a Business
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Retirement Planning
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Taxes
About Dan Costigan, CFA, CFP®
Hi, I'm Dan Costigan. Born and raised in St. Louis, Missouri, I moved to Boston to obtain a BS in Psychology at Boston College (Go Eagles!). After nine years working in real estate and asset management, I left those cold New England winters behind and drove across the country to earn an MBA at UC Irvine (Zot! Zot!) with a focus in Finance.
When I am not serving clients with ongoing planning, I’m out surfing San Clemente’s world-class surf breaks, playing golf or traveling with my beautiful wife.
My wife and I are proud parents of a pittie mix named Manga (“MONga”). I am also a board director and volunteer dog walker for Pet Project Foundation, San Clemente’s local nonprofit animal shelter.
Music is my oxygen and the greatest art form in the history of human civilization.
I am a proud holder of the CFP designation and CFA charter.
Professional Designations
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CERTIFIED FINANCIAL PLANNER ®
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Chartered Financial Analyst (CFA)
Primary Location
San Clemente, CA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Only
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Flat Fee
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Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 30 minute discovery call. We keep this call light and high-level. Ask/share whatever is on your mind. While this call is about you and your needs, we will offer a glimpse into our approach to identifying your top priorities and how we structure financial plans and investments for your ideal life.
Goal: You receive answers to your most pressing questions and learn about how we serve our clients. We will schedule a more in-depth exploratory call if there’s a mutual fit.
Offers Investment Management
Yes
About Two Palms Financial
Two Palms Financial supports the unique challenges of today’s small business owners. We address business owners’ personal and business needs with greater customization, deeper planning, closer attention to personal priorities, and more flexible fees (no minimum assets required).
The Two Palms framework is crucial for business owners to thrive both personally and professionally as it refocuses their attention on higher-impact and more meaningful decisions.
We are a fee-only RIA which means your fee is our only form of compensation. We do not receive kickbacks, handouts etc. Our sole motivation is to act in the best interests of our clients.
Education
University of California, Irvine - The Paul Merage School of Business, Master of Business Administration (M.B.A.), Finance and Strategy | Boston College, Bachelor of Arts (B.A.), Psychology
Hobbies and Interests
- Animals
- Family
- Golf
- Music
- Surfing
- Traveling
Who We Serve
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Business Owners
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Entrepreneurs
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.